Valeo Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 241 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$30,000
+15.4%
4660.0%0.00%0.0%
Q4 2020$26,000
+23.8%
466
-2.9%
0.00%
-50.0%
Q3 2020$21,000
+5.0%
4800.0%0.00%0.0%
Q2 2020$20,000
-20.0%
480
-23.8%
0.00%
-33.3%
Q1 2020$25,000
-21.9%
630
+7.7%
0.00%0.0%
Q4 2019$32,000
+6.7%
585
+0.5%
0.00%0.0%
Q3 2019$30,0000.0%5820.0%0.00%0.0%
Q2 2019$30,000
+3.4%
5820.0%0.00%
-25.0%
Q1 2019$29,000
+262.5%
582
+216.3%
0.00%
+300.0%
Q4 2018$8,000
-11.1%
184
+0.5%
0.00%0.0%
Q3 2018$9,000
-10.0%
183
+0.5%
0.00%0.0%
Q2 2018$10,000
+25.0%
182
+127.5%
0.00%0.0%
Q1 2018$8,000
-52.9%
80
-51.8%
0.00%
-66.7%
Q4 2017$17,0001660.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 162,005$11,204,28910.36%
First Pacific Financial 338,712$23,296,6039.89%
NorthRock Partners, LLC 621,792$42,766,8244.68%
Lutz Financial Services LLC 593,344$40,810,2284.39%
FAS Wealth Partners, Inc. 497,940$34,248,3144.33%
Retirement Group, LLC 137,725$9,472,7283.94%
ABLE Financial Group, LLC 105,198$7,235,5023.74%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,275$75,5392.87%
ERn Financial, LLC 196,790$13,535,2002.83%
Financial Guidance Group, Inc. 48,454$3,332,7002.45%
View complete list of SPDR SER TR shareholders